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Kestra Private Wealth Services’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Kestra Private Wealth Services’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$398K Buy
5,438
+295
+6% +$21.9K ﹤0.01% 1317
2025
Q4 		$367K Buy
5,143
+712
+16% +$51.2K ﹤0.01% 1328
2025
Q3 		$326K Buy
4,431
+54
+1% +$3.95K ﹤0.01% 1319
2025
Q2 		$319K Sell
4,377
-86
-2% -$6.22K ﹤0.01% 1246
2025
Q1 		$333K Buy
4,463
+167
+4% +$12.1K 0.01% 1145
2024
Q4 		$301K Buy
4,296
+1,364
+47% +$98.4K 0.01% 1134
2024
Q3 		$210K Sell
2,932
-175
-6% -$12K ﹤0.01% 1245
2024
Q2 		$202K Sell
3,107
-3,126
-50% -$202K ﹤0.01% 1238
2024
Q1 		$411K Buy
6,233
+315
+5% +$20.1K 0.01% 881
2023
Q4 		$371K Buy
5,918
+402
+7% +$24.2K 0.01% 853
2023
Q3 		$324K Sell
5,516
-923
-14% -$57K 0.01% 832
2023
Q2 		$404K Buy
6,439
+908
+16% +$56.9K 0.01% 709
2023
Q1 		$345K Buy
5,531
+1,118
+25% +$69.9K 0.01% 733
2022
Q4 		$282K Buy
+4,413
New +$274K 0.01% 689

Other funds holding SPLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Private Wealth Services's SPLV Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 5.7% in Q1 2026, buying an estimated $21.9K and bringing the position to 5,438 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Kestra Private Wealth Services first reported a position in SPLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $411K in Q1 2024. 754 funds tracked by Wall St. Rank hold SPLV as of Q1 2026.

  • Kestra Private Wealth Services held 5,438 shares of Invesco S&P 500 Low Volatility ETF worth $398K as of Q1 2026.
  • Kestra Private Wealth Services bought 295 Invesco S&P 500 Low Volatility ETF shares in Q1 2026, an estimated $21.9K.
  • Invesco S&P 500 Low Volatility ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1317 holding.
  • Kestra Private Wealth Services first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2022 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Invesco S&P 500 Low Volatility ETF position peaked at $411K in Q1 2024.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.